STRIGO Sergei
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Monthly Cross Asset 12.10.2022 Relaxed financial markets look at Lula’s comeback

The first electoral round was won by former President Lula. However, the incumbent, Bolsonaro, performed better than expected.

More 5 to 10 minutes
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Investment Talks 13.01.2022 Kazakhstan: low impact for asset prices, but a wakeup call for geopolitical risk

Understanding recent turmoil in Kazakhstan and its evolution, as well as the implications on its economy and potential geopolitical consequences in the region.

More 5 to 10 minutes
RC - 2021.11 - The promise of EM sustainable bonds - slider
Insights Paper 26.11.2021 From recovery to resiliency: the promise of EM sustainable bonds

After an outbreak that initially affected developed countries and China, Covid-19 has become an emerging market and developing economies (EMDEs) pandemic.

More > 10 minutes
Emerging Markets: How to unlock the next wave of returns
Insights Paper 5.08.2019 Emerging Markets Charts & Views - Finding a balance between easing central banks and an uncertain scenario
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The recent dovishness from the Fed, a benign inflation environment and the easing in global financial conditions continue to support a goldilocks environment for Emerging Markets (EM) assets.

More > 10 minutes
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